feat: update email intro text; allow up to 5 copies of Authorization to Release form; update flows and docs

composite-envelope-builder/docs/DEPLOYMENT_AND_TESTING.md

@@ -364,7 +364,7 @@ After successful deployment, configure your Salesforce org:
    - **Error Message** — Error details if creation failed
 5. Save and test the flow
 
-> **Multi-copy dialog**: If you are using `Docusign_Envelope_Templates_V3`, the flow automatically detects when "Authorization to Release Information" is selected and displays a radio-button screen asking for 1, 2, or 3 copies before sending. No additional Flow configuration is required for this feature.
+> **Multi-copy dialog**: If you are using `Docusign_Envelope_Templates_V3`, the flow automatically detects when "Authorization to Release Information" is selected and displays a radio-button screen asking for 1–5 copies before sending. No additional Flow configuration is required for this feature.
 
 ---
 

composite-envelope-builder/docs/design.md

@@ -276,7 +276,7 @@ The following new elements were added to `Docusign_Envelope_Templates_V3`:
 | `Does_Row_Contain_Auth_Release` | Decision | Checks if the current row's `Name` contains `"Authorization to Release Information"` |
 | `Flag_Auth_Release_Selected` | Assignment | Sets `authReleaseTemplateSelected = true` when match is found |
 | `Is_Auth_Release_Selected` | Decision | After scan loop: routes to copies screen if flag is true, otherwise skips |
-| `Authorization_Copies_Screen` | Screen | Shows instruction text + radio buttons (1 copy / 2 copies / 3 copies) |
+| `Authorization_Copies_Screen` | Screen | Shows instruction text + radio buttons (1–5 copies) |
 | `authReleaseFormCopies` | Variable (Number, default 1) | Stores the user's copy-count selection |
 | `authReleaseTemplateSelected` | Variable (Boolean, default false) | Flag set during the scan loop |
 | `AuthCopies_1/2/3` | Choices | Radio button options with numeric values 1 / 2 / 3 |
@@ -328,7 +328,7 @@ if (copies > 1) {
 }
 ```
 
-Duplicate template IDs are intentionally **not deduplicated** when multi-copy is in effect. The label builder appends `" (Copy 2)"` / `" (Copy 3)"` suffixes to keep document labels distinct within the envelope.
+Duplicate template IDs are intentionally **not deduplicated** when multi-copy is in effect. The label builder appends `" (Copy 2)"` / `" (Copy 3)"` / `" (Copy 4)"` / `" (Copy 5)"` suffixes to keep document labels distinct within the envelope.
 
 ---
 

composite-envelope-builder/docs/requirements.md

@@ -46,11 +46,11 @@ Replace combination templates with **28 single-form templates** (14 forms × 2 l
 
 #### FR-006: Multiple Copies of Authorization to Release Information
 **Priority**: Medium  
-**Description**: When the "Authorization to Release Information" template (English or Spanish) is selected, users may include 1, 2, or 3 copies of that form in the same envelope  
+**Description**: When the "Authorization to Release Information" template (English or Spanish) is selected, users may include 1, 2, 3, 4, or 5 copies of that form in the same envelope  
 **Acceptance Criteria**:
 - After template selection, if "Authorization to Release Information" is among the selected templates, an additional dialog screen is displayed before sending
-- The dialog presents a radio-button selection: **1 copy** (default), **2 copies**, **3 copies**
+- The dialog presents a radio-button selection: **1 copy** (default), **2 copies**, **3 copies**, **4 copies**, **5 copies**
-- If the user selects 2 or 3 copies, the template is added to the envelope that many times, each appearing as a distinct document
+- If the user selects more than 1 copy, the template is added to the envelope that many times (up to 5), each appearing as a distinct document
 - Additional copies are labelled with a `(Copy N)` suffix in the envelope document list so they are distinguishable
 - If "Authorization to Release Information" is not selected, the dialog is skipped entirely and default behaviour is unchanged
 - The template name used for matching is stored in a single constant (`MULTI_COPY_TEMPLATE_NAME`) in the Apex class and a single string value in the Flow decision, making it straightforward to update if the template is renamed
@@ -236,7 +236,7 @@ Replace combination templates with **28 single-form templates** (14 forms × 2 l
 - Given I have selected the "Authorization to Release Information" template (English or Spanish) along with any other forms
 - When I click "Send" on the template selection screen
 - Then a new dialog appears asking "How many copies of this form should be included in the envelope?"
-- And the dialog offers radio-button options: 1 copy (pre-selected), 2 copies, 3 copies
+-- And the dialog offers radio-button options: 1 copy (pre-selected), 2 copies, 3 copies, 4 copies, 5 copies
 - When I select 2 copies and click "Next"
 - Then the resulting envelope contains 2 copies of the Authorization form plus all other selected forms
 - And I see the standard success confirmation after sending

composite-envelope-builder/force-app/main/default/classes/DocusignCompositeEnvelopeBuilder.cls

@@ -70,7 +70,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
             // the list now so the deduplication step handles all IDs uniformly.
             List<String> expandedTemplateIds = new List<String>(req.templateIds);
             Integer copies = (req.authReleaseFormCopies != null && req.authReleaseFormCopies > 1)
-                ? Math.min(req.authReleaseFormCopies, 3)
+                ? Math.min(req.authReleaseFormCopies, 5)
                 : 1;
             if (copies > 1) {
                 // Find which template ID(s) correspond to the multi-copy template
@@ -232,7 +232,7 @@ global with sharing class DocusignCompositeEnvelopeBuilder {
             }
             // Compose body: greeting → template bodies separated by a visual divider → sign-off
             String DIVIDER = '\n\n' + '─'.repeat(40) + '\n\n';
-            String GREETING = 'Hello,\n\n';
+            String GREETING = 'Hello,\n\nPlease complete the DocuSign signature request from Early Intervention Colorado.\n\n';
             String SIGNOFF  = '\n\nThank you,\nEarly Intervention Colorado';
             String envelopeBody;
             if (bodyParts.isEmpty()) {

composite-envelope-builder/force-app/main/default/flows/Docusign_Envelope_Templates_V3.flow-meta.xml

@@ -427,6 +427,8 @@
             <choiceReferences>AuthCopies_1</choiceReferences>
             <choiceReferences>AuthCopies_2</choiceReferences>
             <choiceReferences>AuthCopies_3</choiceReferences>
+            <choiceReferences>AuthCopies_4</choiceReferences>
+            <choiceReferences>AuthCopies_5</choiceReferences>
             <dataType>Number</dataType>
             <defaultSelectedChoiceReference>AuthCopies_1</defaultSelectedChoiceReference>
             <fieldText>Number of Copies</fieldText>
@@ -660,4 +662,20 @@
             <numberValue>3.0</numberValue>
         </value>
     </choices>
+    <choices>
+        <name>AuthCopies_4</name>
+        <choiceText>4 copies</choiceText>
+        <dataType>Number</dataType>
+        <value>
+            <numberValue>4.0</numberValue>
+        </value>
+    </choices>
+    <choices>
+        <name>AuthCopies_5</name>
+        <choiceText>5 copies</choiceText>
+        <dataType>Number</dataType>
+        <value>
+            <numberValue>5.0</numberValue>
+        </value>
+    </choices>
 </Flow>

composite-envelope-builder/force-app/main/default/flows/Docusign_Envelope_Templates_V4.flow-meta.xml

@@ -533,6 +533,8 @@
             <choiceReferences>AuthCopies_1</choiceReferences>
             <choiceReferences>AuthCopies_2</choiceReferences>
             <choiceReferences>AuthCopies_3</choiceReferences>
+            <choiceReferences>AuthCopies_4</choiceReferences>
+            <choiceReferences>AuthCopies_5</choiceReferences>
             <dataType>Number</dataType>
             <defaultSelectedChoiceReference>AuthCopies_1</defaultSelectedChoiceReference>
             <fieldText>Number of Copies</fieldText>
@@ -773,4 +775,20 @@
             <numberValue>3.0</numberValue>
         </value>
     </choices>
+    <choices>
+        <name>AuthCopies_4</name>
+        <choiceText>4 copies</choiceText>
+        <dataType>Number</dataType>
+        <value>
+            <numberValue>4.0</numberValue>
+        </value>
+    </choices>
+    <choices>
+        <name>AuthCopies_5</name>
+        <choiceText>5 copies</choiceText>
+        <dataType>Number</dataType>
+        <value>
+            <numberValue>5.0</numberValue>
+        </value>
+    </choices>
 </Flow>